Vantage Wealth’s Arrowhead Research ARWR Stock Holding History

Vantage Wealth’s Portfolio ARWR Stock Details ARWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$249K	Buy	+3,750	New	+$184K	0.05%	29
2022 Q4	–	Sell	-9,050	Closed	-$299K	–	36
2022 Q3	$299K	Hold	9,050	–	–	0.08%	29
2022 Q2	$319K	Hold	9,050	–	–	0.09%	27
2022 Q1	$416K	Hold	9,050	–	–	0.09%	28
2021 Q4	$600K	Hold	9,050	–	–	0.13%	27
2021 Q3	$565K	Hold	9,050	–	–	0.14%	28
2021 Q2	$750K	Hold	9,050	–	–	0.18%	29
2021 Q1	$600K	Hold	9,050	–	–	0.15%	29
2020 Q4	$694K	Hold	9,050	–	–	0.19%	27
2020 Q3	$390K	Hold	9,050	–	–	0.13%	28
2020 Q2	$391K	Sell	9,050 -535	-6%	-$18.9K	0.14%	28
2020 Q1	$276K	Buy	9,585 +700	+8%	+$28.2K	0.12%	28
2019 Q4	$564K	Hold	8,885	–	–	0.21%	27
2019 Q3	$250K	Hold	8,885	–	–	0.1%	29
2019 Q2	$235K	Buy	+8,885	New	+$195K	0.1%	29

Other funds holding ARWR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

ACA

Avoro Capital Advisors New York $11.1B AUM 207.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SPC

Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return

BBA

Baker Bros. Advisors New York $20B AUM 154.41% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

FAM

Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return

Vantage Wealth's ARWR Position: Q4 2025 in Review

Vantage Wealth opened a new position in Arrowhead Research (ARWR) in Q4 2025: 3,750 shares worth $249K. The stake represents 0.05% of the portfolio and ranks #29 among its holdings. This is a return to the name: Vantage Wealth previously reported a position in ARWR as recently as Q3 2022.

Vantage Wealth first reported a position in ARWR in Q2 2019 and has held it in 15 quarters since. The position peaked at $750K in Q2 2021. 401 funds tracked by Wall St. Rank hold ARWR as of Q4 2025.

Vantage Wealth held 3,750 shares of Arrowhead Research worth $249K as of Q4 2025.
Arrowhead Research was a new Vantage Wealth position in Q4 2025.
Arrowhead Research made up 0.05% of Vantage Wealth's portfolio in Q4 2025, its #29 holding.
Vantage Wealth first reported a position in Arrowhead Research in Q2 2019 and has held it in 15 quarters since.
Vantage Wealth's Arrowhead Research position peaked at $750K in Q2 2021.
401 funds tracked by Wall St. Rank held Arrowhead Research as of Q4 2025.

Based on Vantage Wealth's 13F filing for Q4 2025, filed 14 Jan 2026.